CCWM
MLKN icon

Cassaday & Co Wealth Management’s MillerKnoll MLKN Stock Holding History

Cassaday & Co Wealth Management’s Portfolio MLKN Stock Details MLKN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.3K Hold
1,821
– – ﹤0.01% 675
2026
Q1 		$26.3K Buy
+1,821
New +$35.8K ﹤0.01% 739

Other funds holding MLKN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's MLKN Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its MillerKnoll (MLKN) position steady in Q2 2026 at 1,821 shares worth $37.3K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

Cassaday & Co Wealth Management first reported a position in MLKN in Q1 2026 and has held it in 2 quarters since. 243 funds tracked by Wall St. Rank hold MLKN as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,821 shares of MillerKnoll worth $37.3K as of Q2 2026.
  • Cassaday & Co Wealth Management left its MillerKnoll share count unchanged in Q2 2026.
  • MillerKnoll made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #675 holding.
  • Cassaday & Co Wealth Management first reported a position in MillerKnoll in Q1 2026 and has held it in 2 quarters since.
  • 243 funds tracked by Wall St. Rank held MillerKnoll as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.